Appleton Partners Inc Energy Sector Spdr Transaction History

Appleton Partners Inc

  • $1.3 Billion
  • Q2 2024

A detailed history of Appleton Partners Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Appleton Partners Inc holds 238,362 shares of XLE stock, worth $21.8 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
238,362
Previous 245,556 2.93%
Holding current value
$21.8 Million
Previous $23.2 Million 6.28%
% of portfolio
1.67%
Previous 1.8%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024
SELL
$88.04 - $98.08 $633,359 - $705,587
-7,194 Reduced 2.93%
238,362 $21.7 Million
Q1 2024

Apr 01, 2024
SELL
$79.91 - $94.41 $139,842 - $165,217
-1,750 Reduced 0.71%
245,556 $23.2 Million
Q4 2023

Jan 02, 2024
BUY
$81.2 - $91.96 $2.23 Million - $2.53 Million
27,472 Added 12.5%
247,306 $20.7 Million
Q3 2023

Oct 03, 2023
BUY
$79.09 - $93.36 $203,103 - $239,748
2,568 Added 1.18%
219,834 $19.9 Million
Q2 2023

Jul 10, 2023
BUY
$76.59 - $87.23 $2.78 Million - $3.17 Million
36,332 Added 20.08%
217,266 $17.6 Million
Q1 2023

Apr 10, 2023
BUY
$76.97 - $93.11 $356,371 - $431,099
4,630 Added 2.63%
180,934 $15 Million
Q4 2022

Jan 19, 2023
BUY
$82.68 - $94.08 $1.18 Million - $1.34 Million
14,295 Added 8.82%
176,304 $15.4 Million
Q3 2022

Oct 27, 2022
BUY
N/A
1,099 Added 0.68%
162,009 $11.7 Million
Q2 2022

Jul 08, 2022
BUY
N/A
26,992 Added 20.16%
160,910 $11.5 Million
Q1 2022

Apr 05, 2022
BUY
N/A
47,069 Added 54.2%
133,918 $10.2 Million
Q4 2021

Feb 03, 2022
BUY
N/A
10,147 Added 13.23%
86,849 $4.82 Million
Q3 2021

Oct 14, 2021
BUY
N/A
7,316 Added 10.54%
76,702 $4 Million
Q2 2021

Jul 07, 2021
BUY
N/A
6,845 Added 10.94%
69,386 $3.74 Million
Q1 2021

Apr 19, 2021
BUY
N/A
8,232 Added 15.16%
62,541 $3.07 Million
Q4 2020

Jan 19, 2021
BUY
N/A
912 Added 1.71%
54,309 $2.06 Million
Q3 2020

Oct 14, 2020
BUY
N/A
4,631 Added 9.5%
53,397 $1.6 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-884 Reduced 1.78%
48,766 $1.85 Million
Q1 2020

May 04, 2020
BUY
N/A
4,058 Added 8.9%
49,650 $1.44 Million
Q4 2019

Jan 13, 2020
SELL
N/A
-3,454 Reduced 7.04%
45,592 $2.74 Million
Q3 2019

Nov 04, 2019
BUY
N/A
649 Added 1.34%
49,046 $2.9 Million
Q2 2019

Jul 25, 2019
BUY
N/A
1,204 Added 2.55%
48,397 $3.08 Million
Q1 2019

Apr 17, 2019
BUY
N/A
3,265 Added 7.43%
47,193 $3.12 Million
Q4 2018

Jan 17, 2019
BUY
N/A
3,990 Added 9.99%
43,928 $2.52 Million
Q3 2018

Oct 09, 2018
BUY
N/A
5,080 Added 14.57%
39,938 $3.03 Million
Q2 2018

Aug 08, 2018
BUY
N/A
5,004 Added 16.76%
34,858 $2.65 Million
Q1 2018

Apr 11, 2018
BUY
N/A
1,788 Added 6.37%
29,854 $2.01 Million
Q4 2017

Jan 12, 2018
SELL
N/A
-759 Reduced 2.63%
28,066 $2.03 Million
Q3 2017

Oct 12, 2017
BUY
N/A
28,825
28,825 $1.97 Million

Others Institutions Holding XLE

# of Institutions
2,029
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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